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Ivis Davila-Paz
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April 5, 2016 at 2:12 pm
Recent changes in Puerto Rican financial laws, require the differentiation of commercial and individual sales tax, which requires the use of two different types/amounts of tax: one for commercial and another for individual transactions.
As far as we know, currently your system provides for only one tax parameter.
Does Event Espresso provide for the application of one of two or more tax value options?
Could you help us solve this issue, Lorenzo?
It is the last one to be solved before launch.
Awaiting your response.
Thanks,
Rosalba
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Lorenzo Orlando Caum
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April 7, 2016 at 6:15 am
Hi Rosalba,
Taxes are currently assigned on a per-ticket basis. For example, if you set a 8% tax rate in the pricing page and then enable it in the ticket editor in the event eidotr, then that will be applied during the registration.
I have two ideas on handling this:
1) Duplicate the site into a subfolder and then that new site would handle commercial registrations since you would be able to set a different tax rate than the original site
or
2) Add an additional ticket option for commercial registrants/attendees and include the pricing with taxes already included.
Then you would have two ticket (pricing) options like this:
Individual (personal) option
Commercial (business) option
—
Lorenzo
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Josh
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April 7, 2016 at 8:10 am
You could also set up a separate ticket and use the Surcharge feature to charge the other tax rate.
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Ivis Davila-Paz
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April 12, 2016 at 8:46 am
Good morning Lorenzo & Josh,
Thank you for the suggestions.
In regards to :
1) Duplicate the site into a subfolder and then that new site would handle commercial registrations since you would be able to set a different tax rate than the original site
— The idea of using EE is to facilitate work flow. To duplicate site implies duplicate dashboards and split registrants administration. We thought of that but does not fulfill purpose nor needs.
In regards to:
2) Add an additional ticket option for commercial registrants/attendees and including the pricing with taxes already included.
—- Right where we are. But had not contemplated to include tax in one of the ticket’s price. Will try that and let you know if it works for administrative and CPA pusposes.
Josh, could you elaborate on your suggestion on using the Surcharge feature to charge the other tax rate? Sounds interesing, but do not completely understand.
Thank you both for the support.
Appreciated.
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Lorenzo Orlando Caum
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April 12, 2016 at 9:08 am
Hello,
Here is an example:
http://cl.ly/1F2Z2O3l110B/Screen%20Recording%202016-04-12%20at%2011.03%20AM.mov
There are two ticket options create. The personal option uses the existing tax rate which is set through Event Espresso –> Pricing. The commercial option uses a surcharge percentage which can be set on a per ticket basis.
Hope this helps!
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Lorenzo
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Ivis Davila-Paz
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April 12, 2016 at 10:03 am
OK, Lorenzo.
Now that I put it all into practice, I realize that it is right were we are.
What you suggest, Lorenzo, is exactly what we have done on the test event: Convivencia de las GENERACIONES MÚLTIPLES en la empresa: Resolviendo el dilema del Compromiso con Inteligencia Social (Para Prueba)
Here is the issue:
When tested for commercial ticket, arithmetically it works but the way the equation is shown in invoice and receipt PDFs does not correspond to the order and (even when the total amount is right) might lead to misinterpretations. Let me explain:
[Please refer to eMail copy that includes a Snap Shot of Invoice PDF]
As you can notice, the transaction’s equation display cascades way more complicated than it really is, becoming confusing.
Accorting to local CPA regulations, it should be as simple as (and strictly in this order):
– Add up all tickets
– Apply all discounts or late fees
– Apply all promocodes discounts
= This is subtotal
– Apply tax to sub total
= Total
I am sure there is a way we can control this display. And here is where we are stock.
All ideas welcome.
Thanks.
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Ivis Davila-Paz
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April 13, 2016 at 9:06 am
Good morning Lorenzo,
Any news?
Thanks,
Rosalba
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Lorenzo Orlando Caum
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April 13, 2016 at 11:56 am
Hi Rosalba,
I saw your screenshots and I believe you are asking if it is possible to adjust the order in which the numbers are shown.
The invoice is generated via the messages system. If you go to Event Espresso –> Messages and then look for Invoice and click on Purchaser, then you’ll see it in the messages editor.
You could re-order as needed and then save changes.
For example, if you wanted to move the promotion and tax information above the subtotal, then you could make this change:
Before: http://cl.ly/2O2y3g2M422H
After: http://cl.ly/0G203S0Z363g
—
Lorenzo
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Ivis Davila-Paz
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April 13, 2016 at 12:04 pm
OK.
Will give it a shot and let you know how it goes.
Thanks.
__
Rosalba
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